The New World Order: How Debt, Geopolitics and the AI Arms Race are Redrawing the Rules of Investing | ValueQuest

> "we are at an inflection point where the assumptions that shaped the global markets for the last three decades are no longer true" - Speaker [[00:00:00]](https://www.youtube.com/watch?v=YSEcXpMHTlY&t=0h0m0s) > "Empires don't just collapse overnight. They fade into oblivion. The pattern is remarkably consistent." - Speaker [[00:03:18]](https://www.youtube.com/watch?v=YSEcXpMHTlY&t=0h3m18s) > "When balance sheets…